Vijay Kedia’s 2 New Stock Bets! 🚀

요약 보기

Vijay Kedia가 최근 매수한 두 소형주(BBSOL Energy: 태양광 셀·모듈, 지분 약 1%, 평가액 약 49억 루피 / Mahamaya Life Sciences: 작물보호제, BSE SME 상장, 지분 약 4.5%, 평가액 약 17억 루피)를 소개. BBSOL은 FY26 매출 1000억 루피 돌파·순이익 303억 루피, 수주잔고 1161억 루피 등 강세지만 FY24 적자, 프로모터 지분 담보 89% 리스크 언급. Mahamaya는 FY22~26 매출 90→329억 루피, 순이익 3→17억 루피로 성장했으나 FY26 영업현금흐름 -30억 루피 우려. 영상은 교육 목적이며 추천이 아니라고 명시.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. Hello friends, in today's video I am going to tell you the names of two such shares in which India's leading investor Vijay Kedia Sir has recently invested. Friends, you must be knowing Vijay Kedia Sir, he has been investing in such small businesses in the Indian stock market for a very long time, which have the potential for huge growth in the future, and by doing this, he has created a wealth of more than Rs 2000 crores.

02. So friends, in today's video we will talk to you about those two shares in which Vijay Keria Sir has recently invested. See, among these two shares, one share is related to the solar sector and the other share works in agriculture and crop protection business. The special thing about this is that one of these companies is listed on the SME platform.

03. So friends, before moving ahead in the video, there is a disclaimer for you guys. Look, if I take the names of these two companies, then you should not consider it as a recommendation because here I am making a video and talking to you only for educational purposes. So you people should know how the big investors invest and you will get a chance to know about those shares.

04. He will get a chance to do research. So let's move ahead in the video. Look, the first share is bbsol energy. Many people might know about it and many people might not have even heard the name. This company is from West Bengal. Manufactures solar cells and modules. The company has made a great comeback in the last few years and Vijay Keya Sir has bought about 1% stake in it.

05. Whose total value as of today is approximately ₹49 crores. Friends, if we talk about its financials, then in FY26, sales crossed ₹1000 crore for the first time. The profit i.e. net profit has been ₹303 crores. The company 's ROE and ROCE also appear to be quite strong. The company had an order book of ₹1161 crore as of the end of March 2026.

06. However, there is some risk in this also. As of FY24, the company was in the red and the current rebound is largely due to the addition of new capacity. Apart from this, the promoter's share is less than 30% and out of that, 89% share is mortgaged. Friends, now let us talk about Vijay Keria's second investment company.

07. So his second choice is Mahamaya Life Sciences. This company manufactures products related to crop protection and crop management. The market value of the company is around ₹381 crore as of today and KDI Sir has bought around 4.5% stake in it. Whose current value as of today is more than ₹17 crores.

08. Friends, Mahamaya company is listed on BSE SME platform. The trading volume in such stocks is usually low. The entry ticket is big. Investors get less information than the main board. In such a situation, prices can go up or down rapidly. Friends, the thing to understand here is that the main board IPO contains all the details of the company.

09. But you get very limited details about the companies listed on the SME platform. Let us talk about its financials, its sales increased from ₹90 crore in FY22 to ₹329 crore in FY26. This means that the sales of this company in FY 22 were only ₹90 crore, which increased to ₹329 crore in FY 26. During the same period, the company's net profit also increased from ₹3 crore to ₹17 crore.

10. Operating margins have also improved steadily. However, a matter of concern is that the company's operating cash flow was negative Rs 30 crore in FY26. That means the company is showing profit on paper but a lot of money is stuck in the business. See, in small businesses, this is an indicator that investors should keep a close eye on because if the cash flow is negative, it means that the company is not earning money from its operations.

11. So there can be many other reasons for this. But more attention should be paid to this. Friends, if you liked this video then please like, share and subscribe to the channel. We'll see you in the next video with the next topic. Thanks for now. Victory